RFA

Resurgent Financial Advisors Portfolio holdings

AUM $182M
1-Year Est. Return 18.61%
This Quarter Est. Return
1 Year Est. Return
+18.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$522K
3
+$412K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$398K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$312K

Top Sells

1
+$1.67M
2
+$370K
3
+$338K
4
ASML icon
ASML
ASML
+$319K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$279K

Sector Composition

1 Technology 15.82%
2 Energy 10.14%
3 Financials 9.83%
4 Healthcare 7.53%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$58.1K 0.04%
1,120
-67
302
$57.8K 0.04%
373
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303
$57K 0.04%
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304
$55.2K 0.04%
544
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$54.9K 0.04%
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286
307
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309
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311
$53.2K 0.04%
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313
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260
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314
$52.7K 0.04%
2,389
-12,669
315
$52.5K 0.04%
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316
$52.4K 0.04%
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$52.2K 0.04%
1,375
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319
$52.2K 0.04%
324
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321
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342
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$51.5K 0.04%
684
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323
$51.3K 0.03%
1,106
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324
$51.2K 0.03%
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325
$50.5K 0.03%
523
+135
11 12
13
14 15